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    Generational Differences: What Causes Them & Why Do They Matter?
    December 12, 2025
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    Notes on the Economy – Q4 2025 Summary
    December 4, 2025
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    Finding Opportunity Amid This Crazy Market
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Tax Filing and Payment Extension

BriefsBy Juliana DoanMarch 24, 2020

The IRS extends tax filing and payment deadlines from April 15 until July 15.

AMG Webinar 3/19/2020

AMG Addresses COVID-19’s Economic Impact

VideosBy Juliana DoanMarch 20, 2020

The first webinar of AMG’s Spring Insights Event series, “Forces Pulling on Economic Expansion,” focused on the COVID-19 outbreak, from where we started to possible outcomes, to help clients understand what it all means for their investments.

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Complex Loans Allow Workers to Buy Their Companies

BriefsBy Juliana DoanMarch 19, 2020

Working closely with business owners, AMG develops customized solutions for the seamless transfer of business ownership.

Illustration of two figures holding a sign "Policy Response" over "COVID-19"

Policy Response to Bridge the Gap

BriefsBy Juliana DoanMarch 13, 2020

Market confidence hinges on policy response to COVID-19. Volatility is unlikely to calm before market confidence recovers.

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Buckle Up: Market Volatility May be Here to Stay

BriefsBy Juliana DoanMarch 9, 2020

Oil price declines added further to COVID-19 market woes: here’s what you need to know.

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Uncertainty Creates Risk and Opportunity

BriefsBy Juliana DoanMarch 6, 2020

COVID-19 continues to create uncertainty and unsettle financial markets. What can you do now to protect and grow your wealth?

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Special Report: China’s Energy Fix

ReportsBy Juliana DoanMarch 5, 2020

China’s supersized appetite for energy continues to grow as it looks for more and more energy sources to transition from a middle-income to an upper-income economy.

Glass balls colored in China flag, Australia flag, France flag, India flag, and a satellite view of Earth being hit by a ball shaped as a coronavirus

Markets Rattled by COVID-19: AMG’s Perspective

BriefsBy Juliana DoanFebruary 28, 2020

AMG is closely following the Coronavirus developments and their impact on the global markets. Here’s our current perspective based on the latest information.

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SECURE Act’s Impact on Retirement Accounts

BriefsBy Juliana DoanFebruary 27, 2020

The recently enacted SECURE Act establishes new provisions that affect retirement plans and IRAs.

Cryptocurrency & Blockchain Insider Lisa Calkins Presents to AMG Clients

VideosBy Juliana DoanFebruary 24, 2020

https://vimeo.com/385552076 On Thursday evening, February 20, 2020, AMG clients and guests took part in an informative discussion about the exciting areas of cryptocurrency and blockchain technology led by expert Lisa Calkins, CEO of HalfBlast Studios (See Video). The presentation began with overview of both technologies and how they are part of a larger trend of…

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